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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Cannon is an investment advisor representative with Morgan Stanley, with over 30 years of experience in the industry. Gregory is registered with the state of Texas as a Registered Investment Advisor. Previously, Gregory worked for firms including Citicorp, Lehman Brothers and E. F. Hutton. Gregory is currently based in Middleton, MA and has been registered with Morgan Stanley since 2020. Gregory has a Series 7, Series 63, and Series 65 licenses, as well as a Securities Industry Essentials (SIE) certification. Gregory can provide a variety of investment advisory services including financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, asset allocation advice, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
05/12/2020 - Present
Morgan Stanley (Middleton MA)
MA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/03/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
01/23/1986 - 07/17/1986
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 10/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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